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Planning for a Diverse and Equitable Future

Planning-for-a-diverse-and-equitable-future_web2Planning for a Diverse and Equitable Future is a quarterly video series created by The American College of Trust and Estate Counsel’s Diversity, Equity and Inclusivity Committee. ACTEC considers the historical, continuing, and devastating impact of systemic discrimination against racial, ethnic, gender, LGBTQ and other minority and marginalized groups in our society to be a humanitarian, rather than a political issue.

This series strives to educate by discussing issues surrounding racism, sexism and discrimination in all its forms and by offering recommendations to combat inequality.

Blind Success: Hiring Visually Impaired and Disabled Lawyers

An ACTEC Fellow describes his journey as a blind lawyer: lessons learned, job support, and recommendations for law firms hiring individuals with disabilities.



An Introduction to Native American Tribal Court

Judge Joseph Wiseman, a tribal court judge, explains the interworking of the court, its jurisdiction, and its importance to Native American law and culture. 



Consejos Básicos en Planificación Paternal

En este video, aprenda por qué es crucial crear documentos esenciales de planificación patrimonial, tales como un testamento y un poder notarial, para proteger, preservar y distribuir los activos al fallecer o durante la incapacidad; qué sucede si alguien muere sin testamento; y los pasos para empezar.



Protecting Civil Liberties in America: Korematsu v. United States

The 1944 Supreme Court case Korematsu v. United States retains significant relevance to present-day civil liberties and SCOTUS decisions. Dr. Karen Korematsu, daughter of plaintiff Fred Korematsu who refused to report to an internment camp during World War II, discusses the history of Japanese-American internment in the U.S., the case, and its relevance to social issues today.



Landmark Civil Rights Cases Decided by the Supreme Court

Author and Professor Christopher Schmidt reviews the history of critical Supreme Court civil rights and equality cases that everyone should know.



Chronic Illness and Long COVID in the Workplace

The Government Accountability Office estimates up to 23 million people in the US could develop “Long COVID,” potentially pushing an estimated 1 million people out of work. This video talks about the issues with a Long COVID sufferer and an employment law specialist to better understand the chronic illness and discuss the health and work impacts.



A Proposal to Repair Racial Wealth Disparity

Repairing the wealth divide created by racism seems overwhelming, but with conversation and research come solutions. Experts in tax law present their research on racial wealth disparity as well as recommendations for funding and distributing reparations to descendants of U.S. enslaved people.



“Fair” Housing and Opportunity Hoarding

In a Fair Housing Month feature video, author and Georgetown University Law, Sherryl Cashin discusses how unfair housing has contributed significantly to the wealth gap between black and white Americans.



Breaking the Glass Ceiling at ACTEC

In honor of Women's History month, ACTEC looks at our history of inclusion and diversity by interviewing the first women to pave the way in the College. The video strives to understand better how an established organization like ACTEC has grown and changed to become more inclusive, diverse and aware.



The Fight for Justice, Reparations and Bruce's Beach

Hear first-hand about the future of Bruce’s Beach from the pro bono attorney who took the fight to court and the land-rights activist who took on the city and state to bring public awareness of the racially motivated eminent domain property issue.



Mentoring Young Lawyers and the Impact of Affinity Bars

Trust and estate lawyers discuss the importance of opportunities presented through mentoring and encourage participation in affinity bars.



Recognizing Religious Diversity While Advising End-of-Year Gifting

Religious-based giving is known by many names such as tithe, philanthropy, charity, Tzedakah, and Zakat. Trust and estate lawyers discuss the impact of faith on end-of-year giving and how to respect religious diversity when advising clients.



Legal Options for Individuals with Special Needs and Disabilities

Legal experts explain legal options for families and individuals with disabilities, including alternatives to guardianship, supported decision-making, legal documents and more.



Heirs Property and Generational Land Loss

An explanation of what is heirs property, discussion of how it has impacted families of color, and possible strategies to address the problem.



Black Farmers, Land Loss and the Racial Economic Gap

Author Natalie Baszile shares her research into the inequity of intergenerational wealth illustrated through the reality of Black American farmers and centuries of discrimination, government programs and practices.



40 Acres and a Mule: Reparations and the Estate Tax

ACTEC Fellows offer an introduction to the wealth disparity resulting from slavery and Jim Crow law, the history of reparations, and the connection to wealth transfer and wealth taxation.



Systemic Racism in the Legal Profession

Judge Ashleigh Parker Dunston of North Carolina discusses her experiences with racism, implicit biases and offers recommendations for the legal profession.



Gender Inequality in the Legal Profession

How is the legal profession doing with gender equity, especially in trust and estate litigation? Is there still an income disparity between men and women? Four attorneys from The American College of Trust and Estate Counsel share their experiences and recommendations for improving equality in the trust and estate profession.



The Importance of Cultural Competence in Estate Planning

Two ACTEC Fellows discuss the differences between cultural sensitivity and cultural competence from the viewpoint of Asian American attorneys and explain why these skills are essential elements of effective estate planning. They also provide practical guidance as to how attorneys may best address sensitive cultural topics with their clients. Learn more in this important video.



How to Increase Diversity in the Legal Profession

There is a diversity problem in the legal profession. How can we address it? Four impressive attorneys tackle the problem head-on and offer practical steps for mentoring, sponsoring, recruiting and retaining diverse people. The video offers recommendations and advice for law firms.



Giving from the Heart: Driving Diversity, Equity and Inclusion through Philanthropy

Guests from the American Heart Association, Carl Wayne and Nicolla Ross, are joined by Lorraine del Prado of del Prado Philanthropy, to dicuss how professionals can use an equity and diversity lens when working with clients, the philanthropic attributes clients might look for in nonprofits, and recommendations to combat inequality in this video.



Wills, Slavery and Probate: The Legacy of Lucy Sutton

In honor of Black History Month, ACTEC presents a mini-documentary about the family of one of our Fellow’s journey to freedom from slavery in 1846. This emotional narrative offers insight into one family’s journey to freedom and the critical role of a Last Will and Testament.



Transgender? How to Change Your Legal Name and Gender Marker on Vital Records.

ACTEC Fellows Cynthia Lamar-Hart and Paula A. Kohut share their legal and practical experience supporting transgender people who are changing their name and gender. Learn more about updating vital records and estate planning considerations in this video.



Economic Inequality in America

How do society and professionals promote generational wealth? Author Rochelle Riley and ACTEC Fellow Stephanie L. Perry discuss economic inequality for people of color, and actions estate planners and wealth management professionals can take to combat the wealth gap in America.



To review ACTEC's position on diversity, equity and inclusivity,
please read ACTEC Statement Condemning Racism.